Overview
Assets Under Management: $1.0 billion
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 492
Average Client Assets: $1.6 million
Frequently Asked Questions
SBC WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122433), SBC WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SBC WEALTH MANAGEMENT is headquartered in INDIANAPOLIS, IN.
SBC WEALTH MANAGEMENT serves 492 high-net-worth clients according to their SEC filing dated September 30, 2024. View client details ↓
According to their SEC Form ADV, SBC WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SBC WEALTH MANAGEMENT manages $1.0 billion in client assets according to their SEC filing dated September 30, 2024.
According to their SEC Form ADV, SBC WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 492
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.16%
Average Client Assets: $1.6 million
Total Client Accounts: 3,047
Discretionary Accounts: 2,921
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 122433
Filing ID: 1904349
Last Filing Date: 2024-09-30 11:07:00